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OSAIC HOLDINGS, INC.: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on UMBF, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 79,883 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,883 shares
    Change vs previous 13F +31,702 shares

    0.01% of the 13F portfolio, value $11,404,079.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,181 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $5,434,327.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,264 shares
    Change vs previous 13F +5,024 shares

    0.01% of the 13F portfolio, value $5,552,284.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,240 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $5,268,705.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 43,204 shares
    Change vs previous 13F -1,703 shares

    0.01% of the 13F portfolio, value $4,542,913.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,907 shares
    Change vs previous 13F +43,345 shares

    0.01% of the 13F portfolio, value $4,540,145.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,562 shares
    Change vs previous 13F +1,227 shares

    <0.01% of the 13F portfolio, value $61,632.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,254.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).